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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRW
276
Nova R Wealth
Kansas
$908K -$4.97K -64 -0.5%
MAG
277
Mayfair Advisory Group
Alabama
$895K +$112K +1,444 +14%
GLA
278
Good Life Advisors
Pennsylvania
$882K +$508K +6,551 +136%
CWM
279
Cornerstone Wealth Management
Missouri
$854K -$1.33M -17,117 -61%
OCM
280
Orion Capital Management
California
$824K +$655K +8,434 +387%
MOS
281
MGO One Seven
Ohio
$805K -$5.05K -65 -0.6%
GFG
282
Goldstone Financial Group
Illinois
$801K +$198K +2,552 +33%
LFG
283
Larson Financial Group
Missouri
$798K -$21.5K -277 -3%
LNC
284
Lincoln National Corp
Pennsylvania
$776K +$31.7K +408 +4%
HA
285
Herold Advisors
New York
$773K +$305K +3,934 +65%
CAMG
286
CWA Asset Management Group
Florida
$757K +$208K +2,683 +38%
PCA
287
Prosperity Capital Advisors
Ohio
$752K +$158K +2,041 +27%
SF
288
Synovus Financial
Georgia
$747K -$6.36K -82 -0.8%
GAM
289
GEM Asset Management
Michigan
$743K +$3.42K +44 +0.5%
LEFP
290
Leading Edge Financial Planning
Tennessee
$742K +$8.69K +112 +1%
WWP
291
WR Wealth Planners
Missouri
$740K +$4.89K +63 +0.7%
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$739K +$161K +2,072 +28%
ASFA
293
All Season Financial Advisors
Colorado
$724K +$97.1K +1,251 +15%
KA
294
Klingman & Associates
New York
$719K +$2.79K +36 +0.4%
SSWM
295
Sheets Smith Wealth Management
North Carolina
$706K +$12K +154 +2%
IAN
296
Integrated Advisors Network
Texas
$703K -$69.8K -900 -9%
CPCM
297
Cardinal Point Capital Management
Ontario, Canada
$686K -$145K -1,862 -17%
IWC
298
Integrated Wealth Concepts
Massachusetts
$670K +$190K +2,454 +40%
MFG
299
Midwest Financial Group
Kansas
$664K +$242K +3,124 +58%
BWP
300
Balboa Wealth Partners
Arizona
$663K -$76.3K -983 -10%
10 11
12
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